Joe Glossberg
Portfolio Manager-Aktien bei Corient Private Wealth LLC
Aktive Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Michael Stelmacki | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 2 Jahre |
Julie Kessler | F | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 3 Jahre |
Dan Sobol | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 2 Jahre |
Jonathan Vree | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 2 Jahre |
Mary Pat Burke | F | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 20 Jahre |
John Ptak | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 2 Jahre |
Duke Laflamme | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 2 Jahre |
John Myers | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 35 Jahre |
Peter Kupferberg | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 32 Jahre |
Mark Goodman | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 53 Jahre |
Charlie Gofen | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 32 Jahre |
Jim Borovsky | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 40 Jahre |
Scott Frazin | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 11 Jahre |
Sagar Shah | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Blake McWherter | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Fernanda Novaes | F | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Pablo Sotomoyor | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Jerry Orosco | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Alfredo la Rosa | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Matt Holden | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Alex Coriddi | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Paul Platkin | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Bryan Smalley | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Jim Ciprich | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Andy Kapyrin | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Brian Kazanchy | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Brent Beene | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Henry Lartigue | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Jim Sonneborn | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | - |
Jim Reilly | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Franklin Ruben | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 1 Jahre |
Jeff Boyer | M | - |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | 2 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Mike Gawlik | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 20 Jahre |
Mark David Coe | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 6 Jahre |
John Laurel Nelson | M | 48 |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | - |
Pratik Doshi | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 1 Jahre |
Carl K. Bufka | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 20 Jahre |
Bill Gofen | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 66 Jahre |
Nancy A. Venice | F | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 15 Jahre |
Gail C. Scully | F | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 17 Jahre |
Cheryl Evert | F | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 17 Jahre |
Dan Romanoff | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | - |
Bob Levy | M | - |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | 7 Jahre |
Statistik
Land | Beziehungen | % des Gesamten |
---|---|---|
Vereinigte Staaten | 43 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Joe Glossberg
- Persönliches Netzwerk